Guggenheim Partners

Zillow Group Inc (NASDAQ: ZG) started a new business unit called Home, which actively buys homes with the purpose of remodeling them and flipping the home for a profit.
The Analyst
Guggenheim Partners' Jake Fuller maintains a Neutral rating on Zillow with no price target.
The Thesis
Guggenheim...

Cloud-based management software company Paycom Software Inc (NYSE: PAYC) reported fourth-quarter results that came in better than expected and helped boost the stock to a new 52-week high.
The Analysts
Guggenheim Partners' Nandan Amladi maintains a Neutral rating on Paycom Software with a price...

Snap Inc (NYSE: SNAP) reported fourth-quarter results that came in better than expected and daily active users of 186 million marks stabilization from the prior quarter. Here is a summary of how some of the Street's top analysts reacted to the print.
The Analysts
Morgan Stanley's Brian...

Communications provider to global enterprise customers Centurylink Inc (NYSE: CTL) is "poorly positioned" within the changing telecommunications market, and the stock should be sold by investors, according to Guggenheim.
The Analyst
Guggenheim Partners' Mike McCormack downgraded...

American Express Company (NYSE: AXP) reported Thursday with a fourth-quarter top-and-bottom-line miss. The credit card issuer guided to a better-than-expected revenue growth outlook for 2019, mostly due to a "reasonably strong" consumer. Here's how the Street reacted to...

Guggenheim surveyed 272 small businesses to better understand Shopify Inc (NYSE: SHOP)'s positioning within the e-commerce landscape.
The Analyst
Guggenheim's ' Ken Wong maintains a Buy rating on Shopify with an unchanged $180 price target.
The Thesis
Shopify is home to around 770,000...

Roku Inc (NASDAQ: ROKU) sold off Tuesday after TechNode reported that TCL, the company's Chinese supplier of Roku-equipped TVs, is shifting its focus toward semiconductors and displays. Investors assumed the report is a sign Roku will lose a major partner.
At least two Street...